20 November 2024
Bigger Picture: Yum China, TSMC among top picks
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses how he is approaching markets in 2025. He shares updates on his portfolio including his view on TSMC continuing to benefit from the strong interests in AI and chips in general, as well as Yum China, an example of a quality large cap China stock that has recovered well driven by policy pivot and healthy earnings.
Produced/Presented: Ryan Huang

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Listen To His Previous Podcasts:

2 July 2024
Bigger Picture: Eyeing other AI-plays, but not Nvidia for the portfolio
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses why market darling Nvidia has not featured in his portfolio, but instead he is eyeing other AI-related plays for better long term stability and value instead for the rest of the year.
Produced/Presented: Ryan Huang

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2 April 2024
Bigger Picture: Q1 tech rally fizzles out, what's next beyond rate cuts?
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses how the market rally is broadening, why he's trimmed exposure from the banking sector as well as luxury stocks, while seeing value in underperformers like TSMC.

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28 November 2023
Bigger Picture: Identifying quality companies for your portfolio
Sean Quek, Senior Portfolio Manager (Paragon SAGE Fund), Paragon Capital Management Singapore discusses the traits he looks out for in quality companies, and where the magnificent 7 tech stocks rank on his list.

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